Sigma Planning Corp’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,214
| Closed | -$237K | – | 1294 |
|
|
2022
Q4 | $237K | Buy |
5,214
+2
| +0% | +$91 | 0.01% | 1070 |
|
|
2022
Q3 | $209K | Hold |
5,212
| – | – | 0.01% | 1095 |
|
|
2022
Q2 | $235K | Buy |
5,212
+3
| +0.1% | +$135 | 0.01% | 1089 |
|
|
2022
Q1 | $272K | Buy |
5,209
+1
| +0% | +$52 | 0.01% | 1090 |
|
|
2021
Q4 | $290K | Sell |
5,208
-67
| -1% | -$3.73K | 0.01% | 1084 |
|
|
2021
Q3 | $292K | Hold |
5,275
| – | – | 0.01% | 1062 |
|
|
2021
Q2 | $303K | Sell |
5,275
-312
| -6% | -$17.9K | 0.01% | 1056 |
|
|
2021
Q1 | $308K | Buy |
5,587
+1,257
| +29% | +$69.3K | 0.01% | 957 |
|
|
2020
Q4 | $230K | Buy |
+4,330
| New | +$230K | 0.01% | 1010 |
|